IMI Training. Request lists and automatic s in IMI

Transcription

1 IMI Training Request lists and automatic s in IMI

2 Agenda 1. Request lists for Competent Authorities 2. Request lists for Coordinators 3. Automatic s

3 1. List for Competent Authorities - Overview a. Action list b. All requests sent or received by my authority c. Requests of other authorities (linked) d. Search all requests

4 a. Action List requests where the authority must take an action, either as a Requesting Authority or as a Responding Authority This list is only available to users with Request Handler rights

5 b. All requests sent and received by my authority All requests where the CA is acting as requesting or responding authority, irrespective of the request status

6 c. Requests of other authorities List of all incoming and outgoing requests of other authorities that are linked to my CA and have granted my CA a monitoring view of their requests

7 d. Search all requests By choosing the option Search all requests, the user can use different search criteria (e.g. request number, request status, partner authority) to look for a particular request, either of its own CA or of linked authorities.

8 2.a. Action List for Coordinators In addition to its role as an IMI Coordinator, a Coordinator may sometimes act as a competent authority (i.e. it can submit or receive a request for information) When a Coordinator logs on to the IMI system, its Action list will display all requests where the authority must take an action, either as a Competent Authority or as a Coordinator (e.g. to approve a request for additional information)

9 2. b. Additional list for IMI Coordinators This list will include those requests where the respective authority plays a coordinating role. User must have referral handler rights.

10 Filtering and sorting the lists All of the lists shown can be filtered by entering search criteria shown at the top of the list (e.g. date, status, partner authority) All of the lists shown can be sorted by clicking on the column headings of the list

11 3. Automatic s: basic principles (1) When involved in an exchange of information in IMI, the Competent Authority will receive automatic notifications when the partner authority or a Coordinator has taken an action that has an impact on the course of the request workflow This means that a CA will always receive an automatic when it has to take any action related to a request All s are received in the official language(s) of the Competent Authority and of the users taking an action in a request

12 3. Automatic s: Basic principles (2) When receiving a new request, the Responding Competent Authority is notified only via its functional In principle, all notifications are sent to the address of the Request Handler who has last taken an action with Copy to the authority s functional

13 Automatische s: Inhalt Each includes three main parts: Request details, i.e. request number, legislative area, and name of the Competent Authorities involved Core message, i.e. notification of an action to be taken and/or information about an action taken by the partner authority or by a Coordinator Direct link to the request.

14 Automatic - example

15 notifications sent to the Responding Authority Request Status Request sent awaiting acceptance Request forwarded awaiting acceptance Request closed information accepted Responding Authority Authority functional address tification of new request awaiting acceptance tification of new request awaiting acceptance Cc: tification of information accepted and closure of request address of Request Handler who has taken the last action ( notification, since no actor has taken any action yet) ( notification, since no actor has taken any action yet) tification of information accepted and closure of request Need to take an action Yes Yes Request open additional info. required Cc: tification of request for additional information tification of request for additional information Yes

16 notifications sent to the Responding Authority (cont.) Request Status Request referred to Requesting Coordinator Request referred to Requesting Coordinator Request for additional information resubmitted Request withdrawn Responding Authority Authority functional address Cc: tification that the request has been referred to the Requesting Coordinator Cc: tification that the request has been referred to the Responding Coordinator Cc: tification of request to provide additional information Cc: tification of request withdrawal by the Requesting CA address of Request Handler who has taken the last action tification that the request has been referred to the Requesting Coordinator tification that the request has been referred to the Responding Coordinator tification of request to provide additional information tification of request withdrawal by the Requesting CA Need to take an action Yes

17 notifications sent to the Requesting CA Request Status Request accepted Requesting Authority Authority functional address Cc: tification of request accepted by the Responding CA address of Request Handler who has taken the last action tification of request accepted by the Responding CA Need to take an action Request forwarded awaiting acceptance Cc: tification of forwarding the request and change of Responding CA tification of forwarding the request and change of Responding CA Request open information provided Cc: tification of reply received tification of reply received Yes Request open partial info. provided Cc: tification of partial reply received tification of partial reply received Request closed info. not available Cc: tification of request closure by the Responding CA (refusal) tification of request closure by the Responding CA (refusal)

18 Request Status Request for additional info. accepted Request open additional info. not available Request referred to Requesting Coordinator Request referred to Requesting Coordinator Request for additional information resubmitted notifications sent to the Requesting CA (cont.) Requesting Authority Authority functional address Cc: tification of request for additional info. accepted by the Responding CA Cc: tification that additional information is not available Cc: tification that the request has been referred to the Requesting Coordinator Cc: tification that the request has been referred to the Responding Coordinator Cc: tification of request sent back to Responding CA address of Request Handler who has taken the last action tification of request for additional info. accepted by the Responding CA tification that additional information is not available tification that the request has been referred to the Requesting Coordinator tification that the request has been referred to the Responding Coordinator tification of request sent back to Responding CA Need to take an action Yes

19 For further information or questions please contact the following address: